There's two ways to integrate your CRM app with Autopilot:
Note that if you're using Salesforce, we provide a native integration. SalesforceIQ, however, should be integrated via Zapier (see below).
Which CRM apps does Zapier support?
You can view the full list here, however some example CRMs include:
What are some example Journeys I can build using the Zapier integration?
There's a huge number of possibilities, however here are some to get you started:
- Add new leads in your CRM to a list in Autopilot
- Nurture new leads with email, SMS, postcards and on-site or in-app messaging
- Create new leads in your CRM that are captured via Autopilot (e.g. via your tracked forms or Segment integration)
- Notify your team of your new leads via Slack